See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,542 | $76,367-22.0% | $93,606-36.4% | $72,985-18.4% |
| Participation rate | 48.6% | 71.7%-23.1pp | 75.8%-27.2pp | 69.5%-20.8pp |
| Annual return | 15.71% | 25.82%-10.1pp | 32.76%-17.1pp | 81.00%-65.3pp |
| Employer contribution / active EE | $946 | $2,275-58.4% | $2,718-65.2% | $2,440-61.2% |
| Participant deferral / active EE | $1,536 | $3,538-56.6% | $4,069-62.2% | $3,607-57.4% |
| Admin fee / account holder | $742 | $6,838-89.1% | $7,888-90.6% | $5,124-85.5% |